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Lifeworks Advisors’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lifeworks Advisors’s Portfolio SHM Stock Details SHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$449K Hold
9,384
– – 0.07% 211
2025
Q1 		$447K Hold
9,384
– – 0.07% 193
2024
Q4 		$445K Hold
9,384
– – 0.08% 183
2024
Q3 		$452K Buy
+9,384
New +$452K 0.09% 175